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Anthony Endress

Foguth Wealth Management, Llc.

Assets Managed
$857.259M
Holdings
211
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
32.88%(2Q avg: 35.46%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Foguth Wealth Management, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 211 positions.

Assets under management

The assets under management (AUM) of Foguth Wealth Management, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 857.259M in assets, with a quarterly growth rate of 32.88% and a 2-quarter average growth rate of 35.46%. The portfolio is managed by Anthony Endress, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 927.48%
7.64%
$65.439M
1.214M shares@ $53.9 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 366.7%
6.02%
$51.53M
919,518 shares@ $56.04 avg price
TLTW
Ishares 20+ Bond Buywrite
Recent Activity
Increased 22026.32%
5.77%
$49.418M
2.221M shares@ $22.25 avg price
QYLD
Global X Nasd 100 Cov Call
Recent Activity
Increased 67.37%
4.4%
$37.664M
2.083M shares@ $18.09 avg price
SDIV
Global X Superdividend Etf
Recent Activity
Increased 219.84%
3.71%
$31.771M
1.266M shares@ $25.1 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -34.56%
3.38%
$28.948M
95,238 shares@ $303.96 avg price
QQQI
Neos Nasdaq-100 High Inc Etf
Recent Activity
Increased 305.67%
3.25%
$27.831M
486,383 shares@ $57.22 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -17.51%
3.19%
$27.303M
142,931 shares@ $191.03 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 26.95%
2.75%
$23.511M
193,505 shares@ $121.51 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -14.02%
2.34%
$20.013M
327,815 shares@ $61.06 avg price

1-10 of 211